"I don't really understand their strategy, maybe somebody else does."

That's the comment from the new Microsoft boss, the other Steve (Ballmer). Which just about sums up Microsoft. When you have a monopoly you can keep trundling out the same technology with a new GUI year after year and the clones* will buy it.
What Ballmer doesn't get is that there are still a lot of people that think technology is exciting and that innovation is as important as a sound business plan for investors. But then this is the guy that said something about the iPhone being a bad idea as well.
I understand that once the technology gets to mainstream someone needs to make some money out of it, I suppose that's where Microsoft comes in, buy the tech, bundle it into the resellers and then you can return some 'value' to your investors. That model has worked well for Microsoft for years.
I suppose when you're stuck in old tech it's difficult to break out, Microsoft vs Google, it's a bit like NASA vs Scaled Composites (who Virgin Galactic selected to build their space plane).
* All those people and PC manufacturers that are happy with forever iterations of Windows clones, 95, 2000, XP, Mobile, Vista, 7 etc.

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